See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,409 | $133,922-58.6% | $116,228-52.3% | $142,382-61.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.40% | 147.76%-134.4pp | 90.06%-76.7pp | 217.08%-203.7pp |
| Employer contribution / active EE | $5,029 | $3,446+46.0% | $2,994+67.9% | $4,299+17.0% |
| Participant deferral / active EE | $9,154 | $5,672+61.4% | $4,953+84.8% | $6,507+40.7% |
| Admin fee / account holder | $8,238 | $14,945-44.9% | $11,989-31.3% | $12,624-34.7% |